WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Quant Flexi Cap Fund compare

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon Quant Flexi Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
Fund WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3596 Cr ₹6887 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Aug 2022 01 Sep 2008
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open-ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% %
Expense Ratio 1.86 1.77
Manager Piyush Baranwal Sanjeev Sharma
ISIN Code INF03VN01506 INF966L01457
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
1 Month 2.92% -0.89%
6 Month 19.14% 17.07%
1 Year 39.68% 56.92%
3 Year - 26.54%
5 Year - 36.52%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
6 Month - -
1 Year 14.94% 26.92%
3 Year 29.87% 59.74%
5 Year 29.87% 144.07%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
1 Year 24.43% 38.59%
3 Year 35% 97.39%
5 Year 35% 150.04%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
Standard Deviation 7.02% 15.83%
Sharp - 1.17%
Beta - 0.98%
Alpha - 5.11%

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Fund Managers

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
Name Piyush Baranwal Sanjeev Sharma
Total AUM ₹5379 Cr ₹39731 Cr
Fund Manage 9 22
WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Quant Flexi Cap Fund-Growth

Others 14.79 23.88
Large Cap 49.2 46.61
Mid Cap 8.16 16
Small Cap 27.82 13.52

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Quant Flexi Cap Fund-Growth

Others -1.1 3.47
Financial 32.29 28.98
Insurance 0.94 2.84
Services 11.49 4.04
Metals & Mining 2.42 4.3
Technology 7.17 4.04
Energy 3.59 21.75
Materials 2.71 3.8
Construction 6.95 4.42
Capital Goods 9.92 1.06
Healthcare 7.22 6.77
Consumer Staples 7.16 7.89
Chemicals 1.23 1.83
Automobile 3.15 4.82
Consumer Discretionary 3.06 -
Communication 0.96 -
Textiles 0.81 -

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